Joe Courtney
Joe Courtney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 32 assets and 1 liabilities.
Est. Net Worth
$585K
2013 annual disclosure
Total Assets
$284K - $1M
32 assets
Total Liabilities
$50K - $100K
1 liabilities
Total Trades
175
From PTR filings
Trade Volume
$1.8M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$284K (14)
Retirement & Pension$153K (13)
Bank & Cash$75K (1)
Insurance$75K (1)
Stocks$41K (2)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (32)
| Asset | Value |
|---|---|
Plan-Invesco Van Kampen Equity and Income | $1,001 - $15,000 |
American Century Mid Cap Value Inst | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$105K
Financial Services$329K
Banking$16K
Energy$24K
Insurance$24K
Technology$129K
Manufacturing$16K
Consumer Defensive$72K
Healthcare
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
